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TallyTrack 2.0 - Sales Trainee

Total questions: 31

Worksheet time: 23mins

Name
Class
Date
1.
While importing the data from Excel to Tally Track 2.0, the file format should be in?
a)
.xls
b)
.csv
c)
.pdf
d)
.txt
2.
How many opportunities can be tagged to an account?
a)
1
b)
10
c)
99
d)
Unlimited
3.
Which of the following statements is true?
a)
All declared resources have access to TT2.0
b)
All declared and "Active" resource have access to TT2.0
c)
Only my friends have access to TT2.0
d)
Resources where "Create User" is checked will have access to TT2.0
4.
Which of the following statement is false?
a)
A contact is like a phone directory.
b)
Leads are qualified prospects
c)
Accounts are companies who can have multiple opportunities, leads or contacts
d)
Opportunities are qualified leads
5.
Who can create or control dashboards on home page?
a)
User
b)
Partner Owner
c)
Tally
d)
All of the above
6.
At what stage can we generate a free trial license from opportunity?
a)
Demo Given
b)
Qualified
c)
Any stage
d)
Any stage before Won/Dropped
7.
How can 'Probability' of closure updated for an opportunity ?(Select all that apply)
a)
Automatically basis stage
b)
Manually by user
c)
Cannot be updated by user
d)
My Account setting
8.
A partner had recently conducted an event on new feature of Tally prime, his team captured visiting cards of 100 people post the event. Partner wants to pursue these 100 people for Tally prime soon after the event. What is the best way to log these details in Tally Track 2.0?
a)
Bulk Upload as "Contacts"
b)
Bulk Upload as "Leads"
c)
Add as Opportunities
d)
Bulk Upload as Accounts
9.
Partner knows a CA - Mr Arvind Shukla, who is an individual consultant who doesn’t want to purchase Tally but definitely can connect partner to some good referrals. What is the right way to save Mr Arvinds details in TT2.0?
a)
As a Contact
b)
As a Lead
c)
As an Account
d)
As a GSTP Referrer
10.
Who are the community members in Tally Track 2.0?
a)
All partner resources logged in Tally Track 2.0 currently
b)
Partner resources having Tally Track 2.0.access
c)
Owners of all partner organisations
d)
Resources spending 3 hrs in a week for community service
11.
Who all have the access to upload documents and marketing collateral ?
a)
Partner Owner
b)
Tally Admin
c)
Both A and B
d)
None of the above
12.

In an organization Barkha enterprises owned by Ramesh , Sikha is the team lead managing Ravi and Santa who are tele callers. There is a field sales guy by the name of Prakash reporting to Ramesh

Q1. What should be right permissions for Ramesh in TT2.0?

a)

User Role - Partner Manager ; Features - ALL

b)

User Role - Partner Executirve; Features - ALL

c)

Features - ALL

d)

User Role - Partner Owner; Features - ALL

13.

In an organization Barkha enterprises owned by Ramesh , Sikha is the team lead managing Ravi and Santa who are tele callers. There is a field sales guy by the name of Prakash reporting to Ramesh.

Q1. What should be right permissions for Sikha in TT2.0?

a)

User Role - Partner Manager; Features - ALL

b)

User Role - Partner Manager; Features - Relevant to Telecalling

c)

User Role - Team Lead; Features - ALL

d)

User Role - Partner Manager; Features -- depending on Sikha's work

14.
Which statements on customized products are true?
a)
Partner has to declare all the SKUs with Tally before adding
b)
Tally can analyse sales from customized products of partners
c)
Any resource with permission to add opportunities can add opportunity with customized SKU
d)
opportunities for such custom SKU can be added only from the SKU related section
15.
Which of the following statement about partner's opportunity stages is true?
a)
All partner's opportunity stages should be mapped to default stages of opportunity
b)
Partner can create unlimited stages of its own.
c)
Partner can cutomise the report to include and use opportunity stages created by him/her
d)
All of the above
16.
Select the correct heirrachy order:
a)
Partner User > Partner Executive > Partner Manager
b)
Partner Executive > Partner User > Partner Manager
c)
Partner Manager > Partner Executive > Partner User
d)
Partner Executive > Partner Manager> Partner User
17.
Partner resource 'A'reports to 'B' and both have access to Tally Track 2.0. Which of the following statement holds true (select all that apply)?
a)
B will be able to view/edit all the leads and opportunities handled by A - irrespective of any other permission setting
b)
A can be the Partner User and B can be the Partner Manager
c)
A can be the partner user and B can be the Partner Executive
d)
B will be able to access A's work depending on what feature access is given
18.
When a resource leaves partner (which of the statements is true):
a)
Partner can delete the resource profile
b)
Partner will have to request Tally for deleting resource
c)
Partner can and should mark resource as inactive
d)
Resource will automatically get de-activated
19.
From where can contacts marked as "customer generated contacts" be added and who can add them? (Multi correct)
a)
Customer can add them from TallyTrack 2.0
b)
Customer can add them from software
c)
Customer can add them from customer portal
d)
Partner can add them from TallyTrack 2.0
20.
When serial moves from Partner A to Partner B, which contacts remain with the old partner?
a)
Valid Contacts
b)
Completed Contacts
c)
Partner generated contacts
d)
Contacts marked as primary
21.

What are the benefits of using campaign management? (Multi correct)

a)

You can measure the ROI

b)

You can link all the leads/prospects to the campaign

c)

Same leads can be added to multiple campaigns

d)

You can invite attendees from TallyTrack 2.0 app

22.

Which of the following statement holds true for a situation where partner marks a customer generated contact as "customer primary" (Multi correct)

a)

Partner can edit the contact

b)

The fields cannot be edited

c)

Editing can be done based on rights

d)

To edit the contact, partner will have to duplicate the records

23.
What is the ideal way to give same set of security permissions for sales team members
a)
For each resource, edit/ add relevant permissions from 'manage permission'
b)
Request CIS to do it
c)
Create a group permission and allocate
d)
Request BM to do it
24.

What all is true about CSE tasks (Select all that apply)

a)

CSE tasks can be viewed from task section as well as customer management section

b)

CSE tasks are customer engagement tasks

c)

CSE tasks are tasks given only to customer support executive

d)

CSE tasks can be created only by partner owner

25.
When we need to record customer visits, what kind of action needs to be taken
a)
Add tasks
b)
Add events
c)
Add notes at the serial level
d)
Add log a call
26.
In TT 2.0 a contact
a)
is the first status of a lead
b)
should have a business opportunity or lead tagged
c)
name, mobile no.and email-id is mandatory
d)
can be tagged to an opportunity
27.
Where can I see all the interactions of all the opportunities of a company.
a)
Customised report needs to be created
b)
Related tab of the opportunity
c)
Related tab of the account
d)
Task list
28.
At what stage of the journey is the 'Account' created
a)
When Lead is generated
b)
When Lead is converted to Opportunity
c)
When Opportunity is Won with a Serial
d)
Go to accounts and create a new account
29.
in TT 2.0, maximum how many records can be imported at a time
a)
50
b)
5000
c)
50000
d)
Unlimited
30.
How can we create multiple test attempt for a resource for same belt in TallyTrack 2.0
a)
For the specific recommended belt, add multiple partner test entities for different attempts
b)
Recommend the specific belt for each attempt, multiple times
c)
Request TX to facilitate for new test during each attempt.
d)
Request CIS to schedule the test each time
31.

Who let the dogs out?

4 lines

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